See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,378 | $58,879+174.1% | $178,490-9.6% | $73,488+119.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.06% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $4,724 | $2,236+111.3% | $5,011-5.7% | $2,270+108.1% |
| Participant deferral / active EE | $7,851 | $2,567+205.8% | $5,202+50.9% | $3,740+109.9% |
| Admin fee / account holder | $18,274 | $400+4464.9% | $13,984+30.7% | $513+3461.7% |